December 2020

These Are the Goods

Articles Historians will look back at the Coronavirus pandemic as the greatest catalyst for progress and creativity in human history (By Packy McCormick) A dozen other things that money can buy (By Jonathan Clements) Automatically assuming these companies are mispriced may be a mistake (By Michael Mauboussin) I will run out of time before I…

Animal Spirits: Quality Momentum

On today’s show we talk with Joe Terranova of Virtus Investment Partners. We got into some of the biggest lessons from 2020, and Joe’s new ETF that tracks was built on the backbone of quality stocks demonstrating momentum.